What are my options to consider when I am retiring or changing jobs?

August 1, 2019
There are typically four options to consider when leaving an employer’s retirement plan, each with its benefits and considerations. Roll the retirement account into an IRA account (IRA Rollover). Leave the money in the former employer plan (if allowed by former employer). Move the assets to a new employer (if allowed by new employer). Withdraw
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What are important financial items to address for married couples?

July 22, 2019
“In my house I’m the boss, my wife is just the decision maker.” Woody Allen Financial Checklist for Married Couples Get Finances In Order Create a realistic budget Reduce or eliminate bad deb Establish an emergency fund Determine joint or separate accounts Updates If changing name, update driver’s license, passport and other documents Consider making
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Pursuing A Better Investment Experience

July 27, 2022
Embrace Market Pricing Don’t Try to Outguess the Market Resist Chasing Past Performance Let Markets Work for You Consider the Drivers of Returns Practice Smart Diversification Avoid Market Timing Manage Your Emotions Look Beyond the Headlines Focus on What You Can Control 1 | Embrace Market Pricing The market is an effective information-processing machine. Each
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